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Disclosery

LPL Financial LLC: SPHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on SPHQ, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 13,784,927 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,784,927 shares
    Change vs previous 13F +1,619,060 shares

    0.28% of the 13F portfolio, value $1,242,021,810.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,165,867 shares
    Change vs previous 13F +248,502 shares

    0.24% of the 13F portfolio, value $914,751,428.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,917,365 shares
    Change vs previous 13F -1,195,544 shares

    0.24% of the 13F portfolio, value $894,398,173.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,112,909 shares
    Change vs previous 13F +1,741,919 shares

    0.28% of the 13F portfolio, value $961,045,026.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,370,990 shares
    Change vs previous 13F +1,326,736 shares

    0.27% of the 13F portfolio, value $810,296,674.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,044,254 shares
    Change vs previous 13F +1,325,931 shares

    0.26% of the 13F portfolio, value $666,335,772.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,718,323 shares
    Change vs previous 13F +974,609 shares

    0.24% of the 13F portfolio, value $584,389,129.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,743,714 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $520,919,555.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).